Filed: 8/14/2025ACC: 0001837343-25-000005
📋 What this filing means
HILL CITY CAPITAL, LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $2.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$2.02B
Total AUM (reported)
43.99M
Total Shares
Allocation by class
COM$1.54B76.3%
COM SHS$152.16M7.5%
COM CL A$150.67M7.5%
ORD$100.70M5.0%
CL A$46.72M2.3%
SPON ADR NEW$29.47M1.5%
Portfolio Concentration
Top 3$1.13B56.1%
4–10$654.09M32.3%
11–25$233.99M11.6%
Top 3 weight
56.1%
Top 10 weight
88.4%
Voting Authority Distribution
Total shares with voting rights: 43.99M
Sole
Full voting authority
43.99M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
FIRST SOLAR INC
SOLEShares3.14M
TypeSH
Market value$519.80M
25.71%
Sole
3.14M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares2.15M
TypeSH
Market value$367.28M
18.16%
Sole
2.15M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares1.01M
TypeSH
Market value$246.78M
12.21%
Sole
1.01M
Shared
0.00
None
0.00
SPIRIT AEROSYSTEMS HLDGS INC
SOLEShares3.95M
TypeSH
Market value$150.67M
7.45%
Sole
3.95M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares1.11M
TypeSH
Market value$103.85M
5.14%
Sole
1.11M
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.10M
TypeSH
Market value$100.70M
4.98%
Sole
1.10M
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares1.93M
TypeSH
Market value$90.38M
4.47%
Sole
1.93M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares14.27M
TypeSH
Market value$84.17M
4.16%
Sole
14.27M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares3.03M
TypeSH
Market value$67.99M
3.36%
Sole
3.03M
Shared
0.00
None
0.00
3M CO
SOLEShares370K
TypeSH
Market value$56.33M
2.79%
Sole
370K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares774.20K
TypeSH
Market value$46.72M
2.31%
Sole
774.20K
Shared
0.00
None
0.00
ATS CORP
SOLEShares1.22M
TypeSH
Market value$39.05M
1.93%
Sole
1.22M
Shared
0.00
None
0.00
ENERSYS
SOLEShares447.50K
TypeSH
Market value$38.38M
1.90%
Sole
447.50K
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares4.25M
TypeSH
Market value$29.47M
1.46%
Sole
4.25M
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares240K
TypeSH
Market value$28.01M
1.39%
Sole
240K
Shared
0.00
None
0.00
SABRE CORP
SOLEShares4.67M
TypeSH
Market value$14.75M
0.73%
Sole
4.67M
Shared
0.00
None
0.00
TFI INTERNATIONAL INC
SOLEShares145K
TypeSH
Market value$13.00M
0.64%
Sole
145K
Shared
0.00
None
0.00
WEX INC
SOLEShares85K
TypeSH
Market value$12.49M
0.62%
Sole
85K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares100.25K
TypeSH
Market value$12.12M
0.60%
Sole
100.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST SOLAR INCSOLE | COM | 3.14M | SH | $519.80M 25.71% | 3.14M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 2.15M | SH | $367.28M 18.16% | 2.15M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 1.01M | SH | $246.78M 12.21% | 1.01M | 0.00 | 0.00 |
SPIRIT AEROSYSTEMS HLDGS INCSOLE | COM CL A | 3.95M | SH | $150.67M 7.45% | 3.95M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.11M | SH | $103.85M 5.14% | 1.11M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.10M | SH | $100.70M 4.98% | 1.10M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 1.93M | SH | $90.38M 4.47% | 1.93M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 14.27M | SH | $84.17M 4.16% | 14.27M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 3.03M | SH | $67.99M 3.36% | 3.03M | 0.00 | 0.00 |
3M COSOLE | COM | 370K | SH | $56.33M 2.79% | 370K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 774.20K | SH | $46.72M 2.31% | 774.20K | 0.00 | 0.00 |
ATS CORPSOLE | COM | 1.22M | SH | $39.05M 1.93% | 1.22M | 0.00 | 0.00 |
ENERSYSSOLE | COM | 447.50K | SH | $38.38M 1.90% | 447.50K | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 4.25M | SH | $29.47M 1.46% | 4.25M | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 240K | SH | $28.01M 1.39% | 240K | 0.00 | 0.00 |
SABRE CORPSOLE | COM | 4.67M | SH | $14.75M 0.73% | 4.67M | 0.00 | 0.00 |
TFI INTERNATIONAL INCSOLE | COM | 145K | SH | $13.00M 0.64% | 145K | 0.00 | 0.00 |
WEX INCSOLE | COM | 85K | SH | $12.49M 0.62% | 85K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 100.25K | SH | $12.12M 0.60% | 100.25K | 0.00 | 0.00 |